Trader Joe

Verified account

@joelragan

Mississippi born. True Maroon. Passionate about swing-trading! MAGA. You never know for sure what’s around the bend.

Tennessee, USA

Joined November 2009

2.8K Following

670 Followers

2.4K Posts

joelragan retweeted

21 days ago

Brian Shannon is breaking down how he trades IPOs with Anchored VWAP right now at the 2026 TraderLion Annual Trading Conference. The founder of AlphaTrends demonstrates how he anchors VWAP from the IPO price and subsequent swing highs—identifying key supply and demand zones that signal where institutional money is positioned in new listings. It’s an essential look at understanding market sentiment in the early stages of a stock’s life.

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21 days ago

@TraderLion Must watch TV!

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joelragan retweeted

Black Panther Capital

@BlackPantherCap

about 1 month ago

@retail_mourinho been calling for $ASTS before and during the whole drawdown. 🟢 +8% in PM now. I re-entered $ASTS before the dip myself, and added during the whole dip. Waiting for this to go towards new ATH now. -BP Not financial advice.

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about 2 months ago

@BillBrooklyn10 Stocks

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Who to follow

Mississippi State bulldawg, Christian, Mason, & Father! True believer! All things are possible through Christ! 🇺🇸❤️🇺🇸

Grad and supporter of Mississippi State University. Retired VA Healthcare executive. I love God, family, sports, birds, supporting veterans and limited govt.

Stonedawg1980 #Hailstate

grandkids, kids, and well service work. hunt, fish, eat

2 months ago

$ONDS - pullback to the 2026 AVWAP. Should hold close to this. The fight continues at another level. Resistance should now be support.

joelragan's tweet photo. $ONDS - pullback to the 2026 AVWAP. Should hold close to this. The fight continues at another level. Resistance should now be support. https://t.co/7EseWiodAS

2 months ago

$ONDS - finally broke free of the pinch between 2025 and 2026 AVWAP in a convincing way. Tough to hold through that but it's gonna be worth it. @BMSInvests

joelragan's tweet photo. $ONDS - finally broke free of the pinch between 2025 and 2026 AVWAP in a convincing way. Tough to hold through that but it's gonna be worth it. @BMSInvests https://t.co/pSHoIFvsSp

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2 months ago

$ONDS - finally broke free of the pinch between 2025 and 2026 AVWAP in a convincing way. Tough to hold through that but it's gonna be worth it. @BMSInvests

joelragan's tweet photo. $ONDS - finally broke free of the pinch between 2025 and 2026 AVWAP in a convincing way. Tough to hold through that but it's gonna be worth it. @BMSInvests https://t.co/pSHoIFvsSp

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2 months ago

@StockOptions888 $Dell

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2 months ago

$IREN

Leopold Stock Tracker

@LeopoldATracker

2 months ago

Anyone ready for a free trade idea? Retweet the quote post and comment “ $IREN”

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3 months ago

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3 months ago

@BlackPantherCap Yes

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4 months ago

@PeriklesGREAT @TheEXECUTlONER_ 178. At Talladega

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109

4 months ago

@Contra_Club_ So, it was a bear flag all along.

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418

4 months ago

@Jake__Wujastyk Most frustrating stock I've held in a long time. Requires conviction or delusion, or maybe both.

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joelragan retweeted

4 months ago

the taco trade is alive and well. long live the taco trade.

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5 months ago

@mitchdavis_8 @UKBaseball @OleMissBSB What qualifies this as a monster series?

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5 months ago

$ONDS

5 months ago

$ONDS → if they execute, they are one of the most asymmetric defense play YES, it trades at high multiples Because the market is pricing flawless execution So far? They are executing Near-term → Can see a retracement to $7 Long-term → Very bullish 1⃣THE “SYSTEM” PLAY Most defense companies sell you one thing • A plane • A tank • A missile • A drone $ONDS is building the operating system that makes everything communicate to each other They’ve acquired: • Roboteam (ground robots) • Iron Drone (interceptor drones) • Sentrycs (cyber counter-drone) • Airobotics (autonomous surveillance) • Rotron Aero (engines) • Optimus (autonomous surveillance) • BIRD Aerosystems (missile protection systems) It is a connectivity layer that connects all types of autonomous defense Not only that, they have: • Hardware engineering • Autonomy software • FAA regulatory clearance • Secure comms infrastructure • Operational reliability in regulated industries Most competitors have ONE of those ONDS has assembled the full stack Ground robots + interceptor drones + cyber counter-drone + surveillance drones: all under one umbrella That’s a ‘System’ moat Hard to replicate. Harder to integrate Nearly impossible to stitch together quickly without acquisitions 2⃣THE CASH CHANGES THE MODEL $ONDS has $1.5B in cash after the January 2026 financing For context: Market cap ≈ $4.6B That balance sheet gives them options most small defense companies don’t have They are not trying to out-R&D Boeing and Lockheed They are acquiring combat-proven tech from Ukraine and Middle East conflicts, and then packaging it to sell it to the US and NATO While primes are stuck in 7-10 year development cycles, Ondas is buying platforms that are already battle-tested Given the current narrative and spend, speed wins in unmanned warfare 3⃣THE REVENUE INFLECTION IS VIOLENT 2025 Revenue: $49.7M-$50.7M (with raised Q4 preliminary results) 2026 Guidance: $170-180M That is a 3-4x in ONE year But here’s what matters: • $23M+ backlog already converting • Q4 2025 preliminary revenue was 3x Q3 • Guidance raised 25% This isn’t theoretical TAM talk This is execution hitting the P&L If they hit their own numbers, operating leverage starts showing up fast 4⃣THE SMALL DEALS ARE STARTING TO SNOWBALL The bull case is not one giant headline contract out of nowhere It is a series of “initial” wins that can expand Recent orders: • March 4 → $20M initial purchase order under a strategic national autonomous border protection program • March 6 → $6M of counter-drone orders from current customers • March 10 → $15.8M initial order under an Israeli demining program awarded at over $30M These are all initial stages of multi-year or follow-on deals That is the snowball: initial order → urgent deployment → expansion phase → broader integrated rollout If their software + hardware performs, the story shifts from “can they win?” to “how big do these programs become once they’re embedded?” 5⃣THE SHORT SETUP IS LOADED Short interest: 35-38% The short reports are betting on: • Integration risk • Overpromising • High valuation On a company that keeps feeding the tape with contracts, partnerships, and guidance support If execution keeps landing, the squeeze risk is real 6⃣THE VALUATION DEBATE Yes, it is expensive The market is pricing in near-flawless execution That’s the risk But so far: • Acquisitions closing • Guidance rising • Backlog converting • Vertical integration improving margins If they continue executing, growth compresses the multiple If they stumble, the stock re-rates lower This is not a “cheap value” play It’s a scaling defense platform priced for performance 7⃣RISKS Let’s be real: • Integration risk across multiple geographies • Dependence on government contract timing • Margin pressure if vertical integration underperforms • Larger primes could internalize competing systems High expectations create fragile setups if execution falters This is not a risk-free story 8⃣BOTTOM LINE The facts: • 3-4x projected revenue growth • $1.5B cash • 37% short interest • Combat-proven tech • Backlog already converting into revenue Tell a story: They’re buying speed They’re buying battlefield validation They’re buying integration advantage If they simply execute their own roadmap, the stock still has ample upside in 2026 If they miss, the rerating can be brutal High Risk, High Reward Not financial advice DYOR

StockChaser_'s tweet photo. $ONDS → if they execute, they are one of the most asymmetric defense play

YES, it trades at high multiples

Because the market is pricing flawless execution

So far?
They are executing

Near-term → Can see a retracement to $7
Long-term → Very bullish

1⃣THE “SYSTEM” PLAY

Most defense companies sell you one thing
• A plane
• A tank
• A missile
• A drone

$ONDS is building the operating system that makes everything communicate to each other

They’ve acquired:
• Roboteam (ground robots)
• Iron Drone (interceptor drones)
• Sentrycs (cyber counter-drone)
• Airobotics (autonomous surveillance)
• Rotron Aero (engines)
• Optimus (autonomous surveillance)
• BIRD Aerosystems (missile protection systems)

It is a connectivity layer that connects all types of autonomous defense

Not only that, they have:
• Hardware engineering
• Autonomy software
• FAA regulatory clearance
• Secure comms infrastructure
• Operational reliability in regulated industries

Most competitors have ONE of those

ONDS has assembled the full stack

Ground robots + interceptor drones + cyber counter-drone + surveillance drones: all under one umbrella

That’s a ‘System’ moat

Hard to replicate. Harder to integrate
Nearly impossible to stitch together quickly without acquisitions

2⃣THE CASH CHANGES THE MODEL

$ONDS has $1.5B in cash after the January 2026 financing

For context: Market cap ≈ $4.6B

That balance sheet gives them options most small defense companies don’t have

They are not trying to out-R&D Boeing and Lockheed

They are acquiring combat-proven tech from Ukraine and Middle East conflicts, and then packaging it to sell it to the US and NATO

While primes are stuck in 7-10 year development cycles, Ondas is buying platforms that are already battle-tested

Given the current narrative and spend, speed wins in unmanned warfare

3⃣THE REVENUE INFLECTION IS VIOLENT

2025 Revenue: $49.7M-$50.7M (with raised Q4 preliminary results)
2026 Guidance: $170-180M

That is a 3-4x in ONE year

But here’s what matters:
• $23M+ backlog already converting
• Q4 2025 preliminary revenue was 3x Q3
• Guidance raised 25%

This isn’t theoretical TAM talk

This is execution hitting the P&L

If they hit their own numbers, operating leverage starts showing up fast

4⃣THE SMALL DEALS ARE STARTING TO SNOWBALL

The bull case is not one giant headline contract out of nowhere
It is a series of “initial” wins that can expand

Recent orders:
• March 4 → $20M initial purchase order under a strategic national autonomous border protection program
• March 6 → $6M of counter-drone orders from current customers
• March 10 → $15.8M initial order under an Israeli demining program awarded at over $30M

These are all initial stages of multi-year or follow-on deals

That is the snowball:
initial order → urgent deployment → expansion phase → broader integrated rollout

If their software + hardware performs, the story shifts from “can they win?” to “how big do these programs become once they’re embedded?”

5⃣THE SHORT SETUP IS LOADED

Short interest: 35-38%

The short reports are betting on:
• Integration risk
• Overpromising
• High valuation

On a company that keeps feeding the tape with contracts, partnerships, and guidance support

If execution keeps landing, the squeeze risk is real

6⃣THE VALUATION DEBATE

Yes, it is expensive
The market is pricing in near-flawless execution

That’s the risk

But so far:
• Acquisitions closing
• Guidance rising
• Backlog converting
• Vertical integration improving margins

If they continue executing, growth compresses the multiple

If they stumble, the stock re-rates lower

This is not a “cheap value” play

It’s a scaling defense platform priced for performance

7⃣RISKS

Let’s be real:
• Integration risk across multiple geographies
• Dependence on government contract timing
• Margin pressure if vertical integration underperforms
• Larger primes could internalize competing systems

High expectations create fragile setups if execution falters

This is not a risk-free story

8⃣BOTTOM LINE

The facts:
• 3-4x projected revenue growth
• $1.5B cash
• 37% short interest
• Combat-proven tech
• Backlog already converting into revenue

Tell a story:
They’re buying speed
They’re buying battlefield validation
They’re buying integration advantage

If they simply execute their own roadmap, the stock still has ample upside in 2026
If they miss, the rerating can be brutal

High Risk, High Reward

Not financial advice DYOR

StockChaser_'s tweet photo. $ONDS → if they execute, they are one of the most asymmetric defense play

YES, it trades at high multiples

Because the market is pricing flawless execution

So far?
They are executing

Near-term → Can see a retracement to $7
Long-term → Very bullish

1⃣THE “SYSTEM” PLAY

Most defense companies sell you one thing
• A plane
• A tank
• A missile
• A drone

$ONDS is building the operating system that makes everything communicate to each other

They’ve acquired:
• Roboteam (ground robots)
• Iron Drone (interceptor drones)
• Sentrycs (cyber counter-drone)
• Airobotics (autonomous surveillance)
• Rotron Aero (engines)
• Optimus (autonomous surveillance)
• BIRD Aerosystems (missile protection systems)

It is a connectivity layer that connects all types of autonomous defense

Not only that, they have:
• Hardware engineering
• Autonomy software
• FAA regulatory clearance
• Secure comms infrastructure
• Operational reliability in regulated industries

Most competitors have ONE of those

ONDS has assembled the full stack

Ground robots + interceptor drones + cyber counter-drone + surveillance drones: all under one umbrella

That’s a ‘System’ moat

Hard to replicate. Harder to integrate
Nearly impossible to stitch together quickly without acquisitions

2⃣THE CASH CHANGES THE MODEL

$ONDS has $1.5B in cash after the January 2026 financing

For context: Market cap ≈ $4.6B

That balance sheet gives them options most small defense companies don’t have

They are not trying to out-R&D Boeing and Lockheed

They are acquiring combat-proven tech from Ukraine and Middle East conflicts, and then packaging it to sell it to the US and NATO

While primes are stuck in 7-10 year development cycles, Ondas is buying platforms that are already battle-tested

Given the current narrative and spend, speed wins in unmanned warfare

3⃣THE REVENUE INFLECTION IS VIOLENT

2025 Revenue: $49.7M-$50.7M (with raised Q4 preliminary results)
2026 Guidance: $170-180M

That is a 3-4x in ONE year

But here’s what matters:
• $23M+ backlog already converting
• Q4 2025 preliminary revenue was 3x Q3
• Guidance raised 25%

This isn’t theoretical TAM talk

This is execution hitting the P&L

If they hit their own numbers, operating leverage starts showing up fast

4⃣THE SMALL DEALS ARE STARTING TO SNOWBALL

The bull case is not one giant headline contract out of nowhere
It is a series of “initial” wins that can expand

Recent orders:
• March 4 → $20M initial purchase order under a strategic national autonomous border protection program
• March 6 → $6M of counter-drone orders from current customers
• March 10 → $15.8M initial order under an Israeli demining program awarded at over $30M

These are all initial stages of multi-year or follow-on deals

That is the snowball:
initial order → urgent deployment → expansion phase → broader integrated rollout

If their software + hardware performs, the story shifts from “can they win?” to “how big do these programs become once they’re embedded?”

5⃣THE SHORT SETUP IS LOADED

Short interest: 35-38%

The short reports are betting on:
• Integration risk
• Overpromising
• High valuation

On a company that keeps feeding the tape with contracts, partnerships, and guidance support

If execution keeps landing, the squeeze risk is real

6⃣THE VALUATION DEBATE

Yes, it is expensive
The market is pricing in near-flawless execution

That’s the risk

But so far:
• Acquisitions closing
• Guidance rising
• Backlog converting
• Vertical integration improving margins

If they continue executing, growth compresses the multiple

If they stumble, the stock re-rates lower

This is not a “cheap value” play

It’s a scaling defense platform priced for performance

7⃣RISKS

Let’s be real:
• Integration risk across multiple geographies
• Dependence on government contract timing
• Margin pressure if vertical integration underperforms
• Larger primes could internalize competing systems

High expectations create fragile setups if execution falters

This is not a risk-free story

8⃣BOTTOM LINE

The facts:
• 3-4x projected revenue growth
• $1.5B cash
• 37% short interest
• Combat-proven tech
• Backlog already converting into revenue

Tell a story:
They’re buying speed
They’re buying battlefield validation
They’re buying integration advantage

If they simply execute their own roadmap, the stock still has ample upside in 2026
If they miss, the rerating can be brutal

High Risk, High Reward

Not financial advice DYOR

StockChaser_'s tweet photo. $ONDS → if they execute, they are one of the most asymmetric defense play

YES, it trades at high multiples

Because the market is pricing flawless execution

So far?
They are executing

Near-term → Can see a retracement to $7
Long-term → Very bullish

1⃣THE “SYSTEM” PLAY

Most defense companies sell you one thing
• A plane
• A tank
• A missile
• A drone

$ONDS is building the operating system that makes everything communicate to each other

They’ve acquired:
• Roboteam (ground robots)
• Iron Drone (interceptor drones)
• Sentrycs (cyber counter-drone)
• Airobotics (autonomous surveillance)
• Rotron Aero (engines)
• Optimus (autonomous surveillance)
• BIRD Aerosystems (missile protection systems)

It is a connectivity layer that connects all types of autonomous defense

Not only that, they have:
• Hardware engineering
• Autonomy software
• FAA regulatory clearance
• Secure comms infrastructure
• Operational reliability in regulated industries

Most competitors have ONE of those

ONDS has assembled the full stack

Ground robots + interceptor drones + cyber counter-drone + surveillance drones: all under one umbrella

That’s a ‘System’ moat

Hard to replicate. Harder to integrate
Nearly impossible to stitch together quickly without acquisitions

2⃣THE CASH CHANGES THE MODEL

$ONDS has $1.5B in cash after the January 2026 financing

For context: Market cap ≈ $4.6B

That balance sheet gives them options most small defense companies don’t have

They are not trying to out-R&D Boeing and Lockheed

They are acquiring combat-proven tech from Ukraine and Middle East conflicts, and then packaging it to sell it to the US and NATO

While primes are stuck in 7-10 year development cycles, Ondas is buying platforms that are already battle-tested

Given the current narrative and spend, speed wins in unmanned warfare

3⃣THE REVENUE INFLECTION IS VIOLENT

2025 Revenue: $49.7M-$50.7M (with raised Q4 preliminary results)
2026 Guidance: $170-180M

That is a 3-4x in ONE year

But here’s what matters:
• $23M+ backlog already converting
• Q4 2025 preliminary revenue was 3x Q3
• Guidance raised 25%

This isn’t theoretical TAM talk

This is execution hitting the P&L

If they hit their own numbers, operating leverage starts showing up fast

4⃣THE SMALL DEALS ARE STARTING TO SNOWBALL

The bull case is not one giant headline contract out of nowhere
It is a series of “initial” wins that can expand

Recent orders:
• March 4 → $20M initial purchase order under a strategic national autonomous border protection program
• March 6 → $6M of counter-drone orders from current customers
• March 10 → $15.8M initial order under an Israeli demining program awarded at over $30M

These are all initial stages of multi-year or follow-on deals

That is the snowball:
initial order → urgent deployment → expansion phase → broader integrated rollout

If their software + hardware performs, the story shifts from “can they win?” to “how big do these programs become once they’re embedded?”

5⃣THE SHORT SETUP IS LOADED

Short interest: 35-38%

The short reports are betting on:
• Integration risk
• Overpromising
• High valuation

On a company that keeps feeding the tape with contracts, partnerships, and guidance support

If execution keeps landing, the squeeze risk is real

6⃣THE VALUATION DEBATE

Yes, it is expensive
The market is pricing in near-flawless execution

That’s the risk

But so far:
• Acquisitions closing
• Guidance rising
• Backlog converting
• Vertical integration improving margins

If they continue executing, growth compresses the multiple

If they stumble, the stock re-rates lower

This is not a “cheap value” play

It’s a scaling defense platform priced for performance

7⃣RISKS

Let’s be real:
• Integration risk across multiple geographies
• Dependence on government contract timing
• Margin pressure if vertical integration underperforms
• Larger primes could internalize competing systems

High expectations create fragile setups if execution falters

This is not a risk-free story

8⃣BOTTOM LINE

The facts:
• 3-4x projected revenue growth
• $1.5B cash
• 37% short interest
• Combat-proven tech
• Backlog already converting into revenue

Tell a story:
They’re buying speed
They’re buying battlefield validation
They’re buying integration advantage

If they simply execute their own roadmap, the stock still has ample upside in 2026
If they miss, the rerating can be brutal

High Risk, High Reward

Not financial advice DYOR

StockChaser_'s tweet photo. $ONDS → if they execute, they are one of the most asymmetric defense play

YES, it trades at high multiples

Because the market is pricing flawless execution

So far?
They are executing

Near-term → Can see a retracement to $7
Long-term → Very bullish

1⃣THE “SYSTEM” PLAY

Most defense companies sell you one thing
• A plane
• A tank
• A missile
• A drone

$ONDS is building the operating system that makes everything communicate to each other

They’ve acquired:
• Roboteam (ground robots)
• Iron Drone (interceptor drones)
• Sentrycs (cyber counter-drone)
• Airobotics (autonomous surveillance)
• Rotron Aero (engines)
• Optimus (autonomous surveillance)
• BIRD Aerosystems (missile protection systems)

It is a connectivity layer that connects all types of autonomous defense

Not only that, they have:
• Hardware engineering
• Autonomy software
• FAA regulatory clearance
• Secure comms infrastructure
• Operational reliability in regulated industries

Most competitors have ONE of those

ONDS has assembled the full stack

Ground robots + interceptor drones + cyber counter-drone + surveillance drones: all under one umbrella

That’s a ‘System’ moat

Hard to replicate. Harder to integrate
Nearly impossible to stitch together quickly without acquisitions

2⃣THE CASH CHANGES THE MODEL

$ONDS has $1.5B in cash after the January 2026 financing

For context: Market cap ≈ $4.6B

That balance sheet gives them options most small defense companies don’t have

They are not trying to out-R&D Boeing and Lockheed

They are acquiring combat-proven tech from Ukraine and Middle East conflicts, and then packaging it to sell it to the US and NATO

While primes are stuck in 7-10 year development cycles, Ondas is buying platforms that are already battle-tested

Given the current narrative and spend, speed wins in unmanned warfare

3⃣THE REVENUE INFLECTION IS VIOLENT

2025 Revenue: $49.7M-$50.7M (with raised Q4 preliminary results)
2026 Guidance: $170-180M

That is a 3-4x in ONE year

But here’s what matters:
• $23M+ backlog already converting
• Q4 2025 preliminary revenue was 3x Q3
• Guidance raised 25%

This isn’t theoretical TAM talk

This is execution hitting the P&L

If they hit their own numbers, operating leverage starts showing up fast

4⃣THE SMALL DEALS ARE STARTING TO SNOWBALL

The bull case is not one giant headline contract out of nowhere
It is a series of “initial” wins that can expand

Recent orders:
• March 4 → $20M initial purchase order under a strategic national autonomous border protection program
• March 6 → $6M of counter-drone orders from current customers
• March 10 → $15.8M initial order under an Israeli demining program awarded at over $30M

These are all initial stages of multi-year or follow-on deals

That is the snowball:
initial order → urgent deployment → expansion phase → broader integrated rollout

If their software + hardware performs, the story shifts from “can they win?” to “how big do these programs become once they’re embedded?”

5⃣THE SHORT SETUP IS LOADED

Short interest: 35-38%

The short reports are betting on:
• Integration risk
• Overpromising
• High valuation

On a company that keeps feeding the tape with contracts, partnerships, and guidance support

If execution keeps landing, the squeeze risk is real

6⃣THE VALUATION DEBATE

Yes, it is expensive
The market is pricing in near-flawless execution

That’s the risk

But so far:
• Acquisitions closing
• Guidance rising
• Backlog converting
• Vertical integration improving margins

If they continue executing, growth compresses the multiple

If they stumble, the stock re-rates lower

This is not a “cheap value” play

It’s a scaling defense platform priced for performance

7⃣RISKS

Let’s be real:
• Integration risk across multiple geographies
• Dependence on government contract timing
• Margin pressure if vertical integration underperforms
• Larger primes could internalize competing systems

High expectations create fragile setups if execution falters

This is not a risk-free story

8⃣BOTTOM LINE

The facts:
• 3-4x projected revenue growth
• $1.5B cash
• 37% short interest
• Combat-proven tech
• Backlog already converting into revenue

Tell a story:
They’re buying speed
They’re buying battlefield validation
They’re buying integration advantage

If they simply execute their own roadmap, the stock still has ample upside in 2026
If they miss, the rerating can be brutal

High Risk, High Reward

Not financial advice DYOR

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5 months ago

@Jake__Wujastyk

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575

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